Jul 12, 2026 3:51 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 Apr. 2026

A tie-up between two of Thailand’s largest chemical producers signals a decisive shift toward scale and integration, as naphtha-dependent players grapple with feedstock insecurity following Middle East transit disruptions.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 Apr. 2026

Indonesia has moved to temporarily eliminate import duties on LPG and key polymers, cutting tariffs from 5% to 0% for a six-month period starting May. The measure, which covers PP, LLDPE and HDPE, is aimed at easing feedstock constraints.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 Apr. 2026

Rising sanctions scrutiny threatens the discounted crude flows anchoring China’s polymer exports, while Malaysian producers signal stabilising regional supply by returning to monthly pricing cycles.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 Apr. 2026

Indonesian PP and PE markets start the week on the back foot, as fresh domestic price cuts reinforce a downcycle already set in motion by aggressive spot market corrections and softer regional sentiment.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 24 Apr. 2026

Supply risks that recently underpinned Asian petrochemical markets are gradually unwinding, and could gradually shift sentiment from disruption to stabilisation.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 Apr. 2026

The disruption, triggered by the early-April incident at the site, has already resulted in cancelled April liftings and tighter prompt availability, reinforcing a firmer supply backdrop even as demand remains relatively steady.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 22 Apr. 2026

Indian market is sliding further into correction territory, with a second consecutive round of PP and PE price cuts underscoring how swiftly March’s rally has unwound.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 21 Apr. 2026

Southeast Asian PP and PE markets opened the week on a stable-to-softer trajectory, as renewed geopolitical tensions undercut earlier optimism over a potential reopening of the Strait of Hormuz.
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